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Shayne & Jacobs, Llc

Portfolio Manager
Shayne & Jacobs, Llc
Performance
-2.60% (2026 Q1)
AUM (13F)
$323.60M
# of Holdings
94
Performance Rank
Allocation (Top 20)
77.68%

Shayne & Jacobs, Llc Holdings Map

Top 50 Shayne & Jacobs, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRK.B
BERKSHIRE HATHAWAY INC DEL
24.52%165.6K$79.3M
-1.62%(-2.72K)
2025-Q1: 289.7K shares2025-Q2: 170.9K shares2025-Q3: 170.3K shares2025-Q4: 168.3K shares2026-Q1: 165.6K shares
$109.21(+344.59%)
2026-03-31
HCA
HCA HEALTHCARE INC
13.38%91.5K$43.3M
-0.01%(-10)
2025-Q1: 95.6K shares2025-Q2: 91.6K shares2025-Q3: 91.5K shares2025-Q4: 91.5K shares2026-Q1: 91.5K shares
$274.73(+55.62%)
2026-03-31
BRK.A
BERKSHIRE HATHAWAY INC DEL
4.44%20$14.4M
-4.76%(-1)
2025-Q1: 47 shares2025-Q2: 21 shares2025-Q3: 21 shares2025-Q4: 21 shares2026-Q1: 20 shares
$194945.26(+273.18%)
2026-03-31
VTI
VANGUARD INDEX FDS
3.95%39.9K$12.8M
-7.51%(-3.24K)
2025-Q1: 62.0K shares2025-Q2: 46.2K shares2025-Q3: 45.6K shares2025-Q4: 43.1K shares2026-Q1: 39.9K shares
$60.80(+499.84%)
2026-03-31
AXP
AMERICAN EXPRESS CO
3.85%41.2K$12.5M
-0.17%(-70)
2025-Q1: 63.2K shares2025-Q2: 41.4K shares2025-Q3: 41.4K shares2025-Q4: 41.3K shares2026-Q1: 41.2K shares
$831.00(-62.74%)
2026-03-31
SYY
SYSCO CORP
3.62%164.3K$11.7M
+0.00%(+0)
2025-Q1: 332.5K shares2025-Q2: 170.3K shares2025-Q3: 168.8K shares2025-Q4: 164.3K shares2026-Q1: 164.3K shares
$31.79(+130.21%)
2026-03-31
FTI
TECHNIPFMC PLC
3.28%153.6K$10.6M
-8.37%(-14.04K)
2025-Q1: 176.3K shares2025-Q2: 176.1K shares2025-Q3: 174.9K shares2025-Q4: 167.7K shares2026-Q1: 153.6K shares
$18.52(+292.46%)
2026-03-31
GOOGL
ALPHABET INC
2.31%26.0K$7.5M
-2.81%(-750)
2025-Q1: 27.7K shares2025-Q2: 27.7K shares2025-Q3: 27.6K shares2025-Q4: 26.7K shares2026-Q1: 26.0K shares
$131.33(+206.58%)
2026-03-31
AMAT
APPLIED MATLS INC
2.16%20.4K$7.0M
-9.21%(-2.07K)
2025-Q1: 22.5K shares2025-Q2: 22.5K shares2025-Q3: 22.5K shares2025-Q4: 22.5K shares2026-Q1: 20.4K shares
$141.94(+207.60%)
2026-03-31
BK
BANK NEW YORK MELLON CORP
2.14%58.3K$6.9M
-1.34%(-790)
2025-Q1: 64.0K shares2025-Q2: 59.1K shares2025-Q3: 59.1K shares2025-Q4: 59.1K shares2026-Q1: 58.3K shares
$44.25(+205.06%)
2026-03-31

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